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JPMorgan Chase & Co. shares owned by Parr Mcknight Wealth Management Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Parr Mcknight Wealth Management Group from 13F filings

Historical chart of Parr Mcknight Wealth Management Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Parr Mcknight Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Parr Mcknight Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 45k 315.43
2025-06-30 $13M 45k 289.91
2025-03-31 $11M 45k 245.30
2024-12-31 $11M 47k 239.71

More positions owned by Parr Mcknight Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Lowe's Companies (LOW)
Vanguard Index Fds Mid Cap Etf (VO)
Chevron Corporation (CVX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Parr Mcknight Wealth Management Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.